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Portfolio (Quarterly) Guide ↗

Perigon Wealth Management, LLC

· CIK 0001575239
13F Portfolio $5.5B AUM 1,294 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 118 New 552 Added 461 Reduced 131 Exited
Page 45 of 65  ·  1,294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 PVAL PUTNAM ETF TRUST 9,076.0 $421K 0.01% +3K +38.5% $46.40 +8.0%
882 UAL UNITED AIRLS HLDGS INC Industrials 4,573.0 $421K 0.01% -902.0 -16.5% $92.06 +6.5%
883 A AGILENT TECHNOLOGIES INC Healthcare 3,688.0 $420K 0.01% -601.0 -14.0% $113.97 +0.7%
884 BKLN INVESCO EXCH TRADED FD TR II 20,517.0 $419K 0.01% -109K -84.2% $20.41 +0.4%
885 VFC V F CORP Consumer Cyclical 24,612.0 $418K 0.01% +685.0 +2.9% $16.99 -4.6%
886 CGGR CAPITAL GROUP GROWTH ETF 10,404.0 $418K 0.01% +1K +11.8% $40.19 +14.6%
887 JVAL J P MORGAN EXCHANGE TRADED F 8,532.0 $417K 0.01% +534.0 +6.7% $48.86 +13.2%
888 PSI INVESCO EXCHANGE TRADED FD T 4,405.0 $416K 0.01% $94.38 +59.7%
889 FFLC FIDELITY COVINGTON TRUST 8,084.0 $415K 0.01% $51.29 +13.4%
890 EOG EOG RES INC Energy 2,858.0 $413K 0.01% -184.0 -6.0% $144.56 -3.2%
891 FERG FERGUSON ENTERPRISES INC Industrials 1,763.0 $411K 0.01% +252.0 +16.7% $233.31 -4.1%
892 CASY CASEYS GEN STORES INC Consumer Cyclical 562.0 $409K 0.01% +9.0 +1.6% $727.86 +13.3%
893 QDEF FLEXSHARES TR 5,124.0 $409K 0.01% +2K +71.8% $79.82 +8.9%
894 IDV ISHARES TR 9,584.0 $408K 0.01% +439.0 +4.8% $42.56 +6.6%
895 SSO PROSHARES TR 7,794.0 $404K 0.01% -2K -17.4% $51.88 +29.2%
896 IQVIA HLDGS INC 2,370.0 $404K 0.01% -437.0 -15.6% $170.54
897 WWD WOODWARD INC Industrials 1,129.0 $404K 0.01% +47.0 +4.3% $357.89 -0.4%
898 IWS ISHARES TR 2,759.0 $402K 0.01% -512.0 -15.7% $145.73 +8.1%
899 KB KB FINL GROUP INC Financial Services 4,026.0 $402K 0.01% +45.0 +1.1% $99.74 +5.2%
900 CGDG CAPITAL GROUP DIVIDEND GROWE 11,154.0 $400K 0.01% +2K +23.3% $35.90 +4.6%
Page 45 of 65  ·  1,294 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.0%
Financial Services 21.7%
Communication Services 8.9%
Consumer Cyclical 8.5%
Healthcare 7.4%
Industrials 6.8%
Energy 4.3%
Consumer Defensive 3.5%
Utilities 2.0%
Basic Materials 1.5%